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Disclosery

Corient Private Wealth LP: OKTA position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Corient Private Wealth LP on OKTA, newest first. How the timeline and the estimate are built.

Corient Private Wealth LP held 35,824 OKTA shares at 2026-06-30 per its 13F-HR/A filed 2026-08-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 35,824 shares
    Change vs previous 13F -117,059 shares

    0.01% of the 13F portfolio, value $4,887,822.

    13F-HR/A 0001948780-26-000011 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 152,883 shares
    Change vs previous 13F +134,969 shares

    0.02% of the 13F portfolio, value $11,992,443.

    13F-HR 0001948780-26-000005 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F/A 17,914 shares
    Change vs previous 13F +6,732 shares

    <0.01% of the 13F portfolio, value $1,549,267.

    13F-HR/A 0001948780-26-000003 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,182 shares
    Change vs previous 13F +518 shares

    <0.01% of the 13F portfolio, value $1,025,377.

    13F-HR 0001172661-25-004956 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 10,664 shares
    Change vs previous 13F -1,439 shares

    <0.01% of the 13F portfolio, value $1,066,108.

    13F-HR/A 0001172661-25-004142 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 12,103 shares
    Change vs previous 13F +1,956 shares

    <0.01% of the 13F portfolio, value $1,273,508.

    13F-HR 0001172661-25-001832 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 10,147 shares
    Change vs previous 13F -1,378 shares

    <0.01% of the 13F portfolio, value $799,585.

    13F-HR 0001172661-25-000608 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 11,525 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $856,770.

    13F-HR 0001172661-24-004574 filed by Corient Private Wealth LP
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).